MFG
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Merit Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Merit Financial Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8M Sell
325,389
-1,028
-0.3% -$54.9K 0.11% 157
2026
Q1 		$15.8M Sell
326,417
-16,226
-5% -$803K 0.12% 155
2025
Q4 		$16.1M Sell
342,643
-15,052
-4% -$702K 0.13% 135
2025
Q3 		$16.6M Sell
357,695
-44,636
-11% -$2M 0.15% 117
2025
Q2 		$17.1M Sell
402,331
-368,735
-48% -$14.9M 0.19% 88
2025
Q1 		$31.4M Sell
771,066
-204,181
-21% -$8.99M 0.47% 42
2024
Q4 		$43.8M Sell
975,247
-95,834
-9% -$4.46M 0.79% 26
2024
Q3 		$48.7M Sell
1,071,081
-152,023
-12% -$6.68M 1.09% 21
2024
Q2 		$50.8M Sell
1,223,104
-47,215
-4% -$1.97M 1.12% 19
2024
Q1 		$53M Sell
1,270,319
-568,988
-31% -$23.5M 1.26% 16
2023
Q4 		$77.6M Buy
1,839,307
+12,896
+0.7% +$486K 2.36% 8
2023
Q3 		$67.4M Buy
1,826,411
+8,099
+0.4% +$315K 2.21% 10
2023
Q2 		$70.6M Buy
1,818,312
+68,555
+4% +$2.55M 2.29% 8
2023
Q1 		$66.1M Buy
1,749,757
+251,183
+17% +$9.81M 2.4% 7
2022
Q4 		$55.4M Buy
1,498,574
+162,319
+12% +$6.08M 2% 9
2022
Q3 		$45.5M Buy
1,336,255
+15,296
+1% +$579K 1.98% 10
2022
Q2 		$47.5M Buy
1,320,959
+1,276,523
+2,873% +$49.5M 1.47% 15
2022
Q1 		$1.87M Sell
44,436
-32,915
-43% -$1.39M 0.11% 109
2021
Q4 		$3.46M Sell
77,351
-92
-0.1% -$4.09K 0.34% 35
2021
Q3 		$3.3M Buy
77,443
+966
+1% +$41.4K 0.35% 33
2021
Q2 		$3.36M Buy
76,477
+8,451
+12% +$367K 0.32% 31
2021
Q1 		$2.88M Buy
68,026
+10,647
+19% +$434K 0.3% 36
2020
Q4 		$2.05M Buy
57,379
+30,843
+116% +$988K 0.2% 45
2020
Q3 		$727K Buy
+26,536
New +$740K 0.07% 110

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's SPSM Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.31% in Q2 2026, selling an estimated $54.9K and leaving 325,389 shares worth $18.8M. The position accounts for 0.11% of the portfolio, ranked #157.

Merit Financial Group first reported a position in SPSM in Q3 2020 and has held it in 24 quarters since. The position peaked at $77.6M in Q4 2023. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Merit Financial Group held 325,389 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.8M as of Q2 2026.
  • Merit Financial Group sold 1,028 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $54.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Merit Financial Group's portfolio in Q2 2026, its #157 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Merit Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $77.6M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.